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Co-presenters Jamie Green, editorial director of the Investment Advisor Group of Summit Business Media, and Gib Watson, group president of Envestnet | Prima, noted that 1,600 managers were reviewed before picking the winners in four major categories, and that the “strategies not only had to be repeatable and sustainable, but also could be clearly articulated to advisors and clients.”

In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet Executive Vice President Jim Patrick about updates to “Envestnet Intelligence.”